- Insight Global (Ridley, PA)
- …documenting actions and contributing to SOP updates. * Support onboarding and ongoing account maintenance , including auditing price changes tied to contracts. * ... Job Description DAY TO DAY: Provide responsive and accurate account support aligned with service level expectations. Address customer inquiries and resolve issues… more
- Kestra Financial (Beaver, PA)
- …adheres to compliance standards + Successfully partner with Broker Dealer for new account establishment, account maintenance , and compliance + Process, ... submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available + Assist in… more
- M&T Bank (York, PA)
- …(eg cash ordering, vault, ATM, and wire transfer activities). Process customer/ account maintenance accurately. Complete Consumer AML (Anti-Money Laundering)/BSA ... customer transactions efficiently following Bank Policy. Take ownership of escalated account services issues until resolution; complete and accurately log all… more
- Coinbase (Harrisburg, PA)
- …the platform. * Navigate and execute complex workflows, including analytics, account maintenance , client management, incident and escalation management, billing, ... high-touch client support. * Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues,… more
- Vanguard (Malvern, PA)
- …phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. + Lead with empathy and ... you will connect with clients via inbound phone calls to assist with their account -related needs. If you have a passion for serving others, building your skillset,… more
- Woodforest National Bank (Parkesburg, PA)
- …services beneficial to customers. * Processing transactions, opening accounts, and performing account maintenance . * Handling branch servicing duties such as ... vault balancing, cash ordering, and maintenance of automated teller machines. * Employing problem solving skills to address customer inquiries and/or concerns in a… more
- Woodforest National Bank (Parkesburg, PA)
- …services beneficial to customers. * Processing transactions, opening accounts, and performing account maintenance . * Handling branch servicing duties such as ... vault balancing, cash ordering, and maintenance of automated teller machines. * Employing problem solving skills to address customer inquiries and/or concerns in a… more
- Citizens (Pittsburgh, PA)
- …facilitating deposits, and overseeing credit card and loan payments. The role processes account service and maintenance request and delivers value-add service to ... account holders like new account opening and lending advice in compliance with our...for our customers + Perform routine teller transactions and maintenance requests + Educate customers on the convenient banking… more
- Bank of America (Scranton, PA)
- …seamless service delivery to answer client questions, resolving problems, performing account maintenance , and looking for opportunities to deepen relationships ... through digital solutions. **Required Qualifications:** + Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives + Fully understands how life events can impact a client's… more
- TD Bank (Holmes, PA)
- …by passing all audits + May perform daily store operation activities including account maintenance , wire transfers, store opening and closing, and cash ... management + Develops/leads Store in Operational Excellence plan + Vault Management, including Monthly Vault and drawer audits + Identifies and mitigates risk and proactively audits for adherence to compliance, policies and procedures and overall operational… more